Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Bradford Martin is a financial advisor with over 20 years of experience in the industry. Gary is currently registered as an Investment Advisor Representative with Nicholas Hoffman & Company, LLC in Atlanta, GA. Gary has been with this firm since 2009. Prior to joining Nicholas Hoffman & Company, LLC, Gary was employed by Wilmington Brokerage Services Company in Wilmington, Delaware, Wilmington Trust Investment Management in Atlanta, Georgia and UBS Securities Inc in New York, NY. Gary is also a CFA Charterholder, indicating that they hold the prestigious Chartered Financial Analyst designation. Gary specializes in providing financial planning, pension consulting, and selection of other advisors, along with portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
01/10/2011 - Present
Nicholas Hoffman & Company, LLC (ATLANTA GA)
DE
05/31/2005 - 04/06/2009
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
GA
07/12/1993 - 05/31/2005
WILMINGTON TRUST INVESTMENT MANAGEMENT (ATLANTA GA)
NY
01/01/1988 - 08/15/1991
UBS SECURITIES INC. (NEW YORK NY)
NA
08/18/1987 - 11/03/1987
MOSELEY SECURITIES CORPORATION
IA
Issued 01/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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